Client strategies

Tax pros share how they handle estimate-seekers and price shoppers.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Taxpayers are more than twice as likely to use DIY tax preparation software as an accountant to do their taxes, but they’re 38 percent less satisfied with the results, according to a new survey.

Tax pros share their strategies for dealing with cost-conscious clients.

Accountants also report relatively low churn among their client base.

How much money will you leave on the table this busy season?

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

Everyone has them, but there are plenty of ways to deal with those painful clients, according to John Napolitano.

A handy checklist for figuring out which prospects will benefit most from client accounting services.

Withum’s managing partner and CEO sends a weekly Monday morning email and at least one new client email a week to everyone in our firm.

It all starts with the client onboarding process.

I’ve spent my career as an “expert generalist,” so when a book on the advantages of being a generalist was published, many friends called it to my attention and I read it.

Well more than half of accounting firms offer more than three distinct services to business clients.

I received some great feedback from my series about running better client meetings, so I thought I’d take a moment to answer some of the most common questions.

These are the building blocks for making your clients’ lives better.